Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMISX (BNY MELLON INCOME STOCK FUND CLASS C) | NA | 6.17% | 10.33% | 13.12% | NA | NA | NA | … | … |
Data as of 12/11/2025, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMISX (BNY MELLON INCOME STOCK FUND CLASS C) | 06/01/2016 | 12/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.17 | 10.33 | 13.12 | NA | NA | NA | … | … | 9.95 | 13.19 | 8.93 | 3.25 | 29.83 | -2.91 | 27.02 | -9.39 | 14.01 | 9.78 |
| Sharpe Ratio | NA | 0.21 | 0.57 | 0.72 | NA | NA | NA | … | … | 0.49 | 0.89 | 0.42 | 0.09 | 1.99 | -0.07 | 2.06 | -0.70 | 1.83 | 1.44 |
| Standard Deviation(%) | NA | 15.69 | 13.20 | 15.01 | NA | NA | NA | … | … | 15.74 | 10.77 | 12.70 | 19.64 | 14.99 | 42.07 | 12.42 | 15.39 | 7.34 | 11.78 |
| Draw Down(%) | NA | 13.85 | 15.21 | 15.33 | NA | NA | NA | … | … | 13.85 | 8.59 | 10.16 | 15.33 | 6.61 | 44.24 | 7.02 | 19.74 | 4.64 | 6.44 |
| Yield(%) | 0.00 | 20.06 | 16.71 | 18.15 | 12.43 | 8.29 | 6.22 | … | … | 20.74 | 20.67 | 11.76 | 21.01 | 22.21 | 1.30 | 10.48 | 9.24 | 8.78 | 4.08 |
Data as of 12/11/2025, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMISX (BNY MELLON INCOME STOCK FUND CLASS C) |
-5.46%
Mar 2017 – Mar 2020 |
6.81%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMISX (BNY MELLON INCOME STOCK FUND CLASS C) |
24.72%
Mar 2020 – Mar 2023 |
19.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart